About half of the club's assets are currently allocated to a mechanical portfolio. Below you'll find out how the portfolio is doing and links to the monthly review documents that are produced.

For some background information, or if you simply want to know why we have a mechanical portfolio at all, click here

 

Summary information

Date StartedOctober 2001
Total Cash Input£17,300
Current Value£34,531.80 (December 06)
Overall Return on Investment99.6%
Internal Rate of Return27.8% pa

 

Portfolio Graph

How the mechanical portfolio has done

NB: The club allocated £4800 to the portfolio in October 2001, £6500 in April 2004 and a further £6000 in June 2005. In order to better indicate the portfolio's performance during the periods in which it was being filled, the above graph has been produced on the basis that the cash was effectively added over the 12 months following each allocation since this reflects when it was actually invested. NB: The most recent addition of £6000 has yet to be fully allocated on this basis.

The FTSE All Share line approximately represents what an equivalent amount of cash would be worth if it had been invested in a tracker fund.

 

Monthly Reviews